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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,815 | $138,114-91.4% | $125,391-90.6% | $134,545-91.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,567 | $5,246-51.1% | $4,816-46.7% | $4,742-45.9% |
| Participant deferral / active EE | $7,979 | $7,801+2.3% | $7,448+7.1% | $6,401+24.6% |
| Admin fee / account holder | $8 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |